Member Info for zebbo

As I said last week, some of these shorts will have been an oil play - oil up, travel down

NAV steady, see what they have to say tomorrow

Earnings per share decreased to 5.04 pence from 6.58p in 2024, not sure what caused this? Also, how this fits with divi cover

Dont expect any more guidance on the 2A timings, other than what has been speculated thus far.

Its a BAU update following the AGM. No new news that has not been RNS'd

A number of the short positions were/are a play against higher oil prices. This macro position has changed dramatically over the last 24Hrs

I added another 50k following the update. Solid. NAV gap to close from where we are today to c70p. This would be more realistic IMO and would still leave a big NAV discount to mtigate any risk. Management keen to close the gap stating the gap is "not acceptable", that we can all agree on

My TR1s are already out there :-)

All looks well orchestrated with the US. Oil getting slammed, market good and green

If the news is so good why is the SP down 4%, have PHP overpaid??

I think we are going to see corp action, just a gut feeling, but we know the management team are looking at everything

Nice to see some volume.....theres the clue ;-)

By the end of the day...would not suprise me

Iran back to negotiation table, oil dropping

Only up 2.4%,

William H are going 16/1 for WW3. Not bad odds any thoughts

Most of what has happened is priced into oil. The fact that we have not waited 2 weeks is a positive. May get a small spike Monday, but much can happen in 24 Hrs. Oil could actually start to retreat and risk is now on downside not upside IMO.

SQZ.....LOL, The BOD are useless IMO (where diversification is concurned) they have failed to move from the NS and are happy to take EPL

Short term may take us c45p, where I expect SEA to settle, as profits are taken. Bit of a vicious circle as the price drops people focus changes to locking in some profit driving the SP down further, hence my fcast of c45p settle point

Still way undervalued, but thats AIM. Full value "will" show its hand at some point

People waiting for the next news fix. BAU for AIM.

Production or 2A dates

Upside resistance c1125, then 12

Feels like some sort of bottoming out process taking place - middle east/oil driven

Market now

- can sell 100k

- max buy 10k